Long-term investor
Claris Advisors, LLC / Mo / @clarisadvisorsllcmo
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001905092).
Record
- Tracked since 2025-06-30 (445 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +11.8% · 6 months n/a · 1 year +25.6% · all +25.6%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 19.7% · long · since 2025-06-30
- BSVO · 9.2% · long · since 2025-06-30
- DFUS · 6.4% · long · since 2025-06-30
- DFAU · 5.7% · long · since 2025-06-30
- DFUV · 5.5% · long · since 2025-06-30
- DFIV · 5.0% · long · since 2025-06-30
- AVUV · 4.8% · long · since 2025-06-30
- DFAX · 4.1% · long · since 2025-06-30
- DUHP · 3.7% · long · since 2025-06-30
- DFAI · 3.3% · long · since 2025-06-30
- DIHP · 2.8% · long · since 2025-06-30
- ITOT · 2.8% · long · since 2025-06-30